Optifi

Quantios

Quantios provides software-as-a-service solutions for trust and corporate service providers to manage workflows, legal entities, and regulatory compliance requirements.

Next Matter

This company develops workflow orchestration software for financial services firms to automate and govern complex operations, including client onboarding and regulatory compliance processes.

Daymi

This company develops a workflow and oversight platform for operations, compliance, and finance teams within the financial services sector.

Performativ

This company develops a cloud-native operating system for wealth and asset managers to consolidate portfolio management, analytics, compliance and reporting workflows.

Bits Technology

This company provides a platform for regulated financial businesses to manage customer identity, anti-money laundering compliance, and automated onboarding workflows.

Fides

This company develops a governance platform that automates legal workflows, entity management, and board meetings for corporations and investment firms.

Axiom Trust

The company provides an AI-native trust administration platform and fiduciary services to private families, estate attorneys, investment advisors and bank trust departments.

OneVest

This company provides a wealth management platform for independent advisors and financial institutions to manage client data, onboarding, and workflows in one digital workspace.